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ICLR

Overview Fund Activity

642 hedge funds and large institutions have $26.1B invested in Icon in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 217 increasing their positions, 231 reducing their positions, and 47 closing their positions.

Holders
642
Holders Change
+46
Holders Change %
+7.72%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
97
Increased
217
Reduced
231
Closed
47
Calls
$25.7M
Puts
$28.1M
Net Calls
-$2.38M
Net Calls Change
-$1.62M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$430M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$563M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$395M
4
Bessemer Group
4
Bessemer Group
New Jersey
$248M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$586M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$773M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
American Century Companies
3
American Century Companies
Missouri
$331M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$739M
5
Franklin Resources
5
Franklin Resources
California
$462M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
626
Janiczek Wealth Management
Colorado
$3.02K 9 – –
PFBT
627
Parkside Financial Bank & Trust
Missouri
$3.02K 9 +6 +200%
PWA
628
Provenance Wealth Advisors
Florida
$2.69K 8 – –
JWA
629
JFS Wealth Advisors
Pennsylvania
$2.69K 8 – –
Kayne Anderson Rudnick Investment Management
630
Kayne Anderson Rudnick Investment Management
California
$2.02K 6 – –
PCM
631
Penserra Capital Management
California
$2K 6 – –
FSWA
632
Financial Synergies Wealth Advisors
Texas
$1.34K 4 +4 New
GEA
633
Glen Eagle Advisors
New Jersey
$1.23K 4 – –
BTI
634
Blue Trust Inc
Georgia
$1.01K 3 -18 -86%
RS
635
Rakuten Securities
Japan
$672 2 -14 -88%
FRA
636
Frank Rimerman Advisors
California
$672 2 – –
TCM
637
TD Capital Management
Tennessee
$672 2 +2 New
PI
638
PEAK6 Investments
Illinois
$532 2 +2 New
CCMI
639
Creative Capital Management Investments
California
$336 1 – –
VCM
640
Versant Capital Management
Arizona
$336 1 – –
TFM
641
TFC Financial Management
Massachusetts
$336 1 +1 New
TWD
642
True Wealth Design
Ohio
$336 1 +1 New
TC
643
TwinBeech Capital
New York
– – -141,050 Closed
State Board of Administration of Florida Retirement System
644
State Board of Administration of Florida Retirement System
Florida
– – -73,950 Closed
WMSA
645
Weiss Multi-Strategy Advisers
New York
– – -43,506 Closed
MF
646
Magnetar Financial
Illinois
– – -41,658 Closed
Verition Fund Management
647
Verition Fund Management
Connecticut
– – -13,292 Closed
FI
648
FJ Investments
Utah
– – -8,734 Closed
DA
649
Duality Advisers
Florida
– – -7,885 Closed
WAM
650
Weiss Asset Management
Massachusetts
– – -6,903 Closed
24 25
26
27 28